Freestone Capital Management
Bryce Leone is a seasoned financial professional with extensive experience in client service and small business management. Currently serving as a Senior Client Service Associate at Freestone Capital Management since August 2021, Bryce specializes in simplifying wealth complexities as a fiduciary Registered Investment Advisor. As the Owner and Founder of temptationsjp.net, an online sticker and apparel business, Bryce successfully expanded product offerings while building a customer base of 5,000 through effective social media marketing. Previous roles include Client Onboarding Associate at Parametric, where Bryce managed the onboarding of numerous client portfolios, and Financial Para-Planner at California State University, Chico, providing financial guidance to students and faculty. Educationally, Bryce holds a Bachelor of Business Administration in Business and Financial Investments/Services from California State University, Chico.
Freestone Capital Management
Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families. We offer a full suite of services to help protect, grow and transfer your wealth and address all aspects of your financial life, giving you the freedom to focus on what truly matters.